-39.3%
VG vs MSFU
-4.6%
-34.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.2% |
| 7D | +1.7% | -5.7% | +7.4% | +2.5% |
| 30D | +16.0% | +4.2% | +11.8% | +15.2% |
| 3M | +9.7% | +27.9% | -18.2% | +5.7% |
| 6M | +29.6% | +37.1% | -7.6% | +21.1% |
| YTD | +112.0% | -7.4% | +119.4% | +124.5% |
| 1Y | +12.8% | -19.6% | +32.4% | +28.6% |
| All | -39.3% | -4.6% | -34.7% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSFU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling